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Create new client matters and alert intake coordinators before the next workday

Create new client matters and alert intake coordinators before the next workday

Your converted CRM leads arrive without matter records, causing missed intake steps and billing delays. Intake coordinators receive created client matters and a team alert so setup completes before the next workday.

Create new client matters and alert intake coordinators before the next workday

Create new client matters and alert intake coordinators before the next workday